CARDINAL CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2003
Total AUM
$4B
Discretionary
$4B
99% of AUM
Avg account
$386K
Accounts
10,416
Employees
81
Advisory reps
15

Firm details

Headquarters
WINNIPEG,
CRD number
124729
Registered since
February 4, 2003
Custodians
NBIN, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM
Client types
  • HNWI40.45%
  • State / Municipal Government21.39%
  • Individuals21.3%
  • Corporations / Businesses12.65%
  • Charitable Organizations2.5%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cardinal Capital Management, Inc. is an independent, SEC-registered RIA organized as a corporation and operating under individual ownership. The firm provides fee-based wealth management and financial planning services to individuals, families and institutional clients. Its advisory scope covers financial planning plus portfolio management for individuals/small businesses and for businesses or institutions. Investment activity centers on publicly traded equities and exchange-traded structures, with a clear preference for concentrated, liquid positions. The firm identifies as an active ESG investor, incorporating environmental, social and governance considerations into its public-market selection and stewardship. Cardinal Capital does not act as a capital allocator or pension consultant; it runs advisory mandates predominantly on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 2%91%
  • Exchange Traded Equities91%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • DANNY FRASER

    Vice President, CFOCRD 7052287

  • Evan Mancer

    President and Chief Investment OfficerCRD 6720104

Contacts

3 of 13
  • Austin Coughlin

    Business Development AssociateCRD 8058311

  • DAVID CHRISTIE

    DirectorCRD 7212838

  • DeWayne Osborn

    Vice PresidentCRD 6780160

Unlock 10 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WINNIPEG, null

Location

WINNIPEG, null

Headquartered in WINNIPEG, null.

Address
1780 Wellington Ave
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth